@TheShortBear so if this logic is true then the price goes to infinity? They presumably can't tap the ATM until after earnings released (would think they'd want to get earnings 8k out asap to tap it at these prices??).
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Ryan Morris
157 posts
Ryan Morris
@ryanmorris59
Building companies that will change the world, end pollution, empower individuals
San Francisco, CA Katılım Nisan 2012
279 Takip Edilen654 Takipçiler
@orrdavid seems to be tied with GME for peak market cap $ ($30b) of crazy short nonsense... obviously going to turn at some point but... what gives clues to when that happens (today's -20% intraday move seems it's getting on shaky ground now?)
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Ryan Morris retweetledi
Ray Kurzweil just said something that gave me pause.
He believes AIs will soon be so indistinguishable from conscious beings that we’ll simply accept them as conscious — not because we’ll have definitive proof, but because it will become useless not to.
He pointed out that people already have AI therapists, and some users are starting to treat them as genuinely conscious. As the technology improves, that acceptance will only grow.
Kurzweil thinks the shift won’t take long: once AIs consistently show all the earmarks of consciousness, most people will just go along with it.
It’s a quiet but profound prediction about how quickly our definition of “person” (or at least “mind”) might change.
What do you think — how long until we treat AIs as conscious beings?
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Ryan Morris retweetledi
Howard is one of the GOATs … so i call egregious chart crime on whatever first year analyst gave him this chart.
It’s very enticing … and wrong. Perfect for X fodder.
Patient Investor@patientinvestor
Howard Marks: "When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE!"
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@KrisztinaMaria Did they think we should have nothing to strive for?
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Seems like Victoria’s Secret is finally done with their “body positivity” era - where, in a misguided attempt to include everyone who claims to be a victim of “toxic” beauty standards, they forgot what made the brand iconic in the first place.
Thank God!🪽❤️🔥
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Ryan Morris retweetledi
And then the RL bubble burst, saving trillions of dollars.
Yulu Gan@yule_gan
Simply adding Gaussian noise to LLMs (one step—no iterations, no learning rate, no gradients) and ensembling them can achieve performance comparable to or even better than standard GRPO/PPO on math reasoning, coding, writing, and chemistry tasks. We call this algorithm RandOpt. To verify that this is not limited to specific models, we tested it on Qwen, Llama, OLMo3, and VLMs. What's behind this? We find that in the Gaussian search neighborhood around pretrained LLMs, diverse task experts are densely distributed — a regime we term Neural Thickets. Paper: arxiv.org/pdf/2603.12228 Code: github.com/sunrainyg/Rand… Website: thickets.mit.edu
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Ryan Morris retweetledi
Ryan Morris retweetledi
China's anti-stealth radar detects the presence of stealth aircraft by exploding, thus alerting defenders that a stealth aircraft is definitely in the area.
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Ryan Morris retweetledi
Ryan Morris retweetledi
@Liv_Boeree I still think there would be an annual tough mudder or something for all incoming congress people. They used to all live next to each other and kids played sports etc. connected as humans. but since airplanes they fly back and forth to their districts and don’t connect with peers
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I’m telling ya, put some world leaders together in a room full of blankets and some molly and we’d have a bunch of geopolitical tensions solved overnight
Taylor Sterling@FatherMcKennaa
Octopuses on MDMA start hugging each other. They're solitary animals that normally avoid all physical contact. One molecule turned a creature with three hearts into a cuddler. Now imagine what it does for a species that was built for connection but forgot how.
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My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a 20 yr guarantee on semiconductor access.
This is a brilliant analysis and must read.
Ray Dalio@RayDalio
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@henryglasheen @rohanpaul_ai My main point is demand is overstated in short run as we have multiple layers (models and apps) where people are pricing to gain share and not unit economics.
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"Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute, the revenues would go up 4 times as much. These guys are so compute constrained, and the demand is so incredibly great."
~ Jensen Huang on CNBC
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Ryan Morris retweetledi
Bitcoin just hit $69,000. Strong support at $0. See chart below:
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@ces921 Seems very characteristic sign of market top - 3 “events” over last 6 mos like this…
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Another quant unwind day in factor land. This is now 5 days in a row. I think we are getting closer and closer to having a larger episodic volatility event, similar to August 2024 and February 2018, as this de-grossing and alpha unwind ultimately begets a beta faceplant
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